Configuring GreenSky and One Click

Connecting your GreenSky account to One Click Contractor

Connecting your GreenSky account to One Click Contractor is simple and easy. You only need a couple of different items:

• Merchant / Dealer ID
• Individual Plan Information (Name, Rate, Term, and ID)

Entering the Dealer ID

1. As an organizational admin, click the "Administration" Tab at the top of the screen
2. Click and choose the "Integrations" tab at the left
   
3. Scroll down until you see the option for "GreenSky" and then click on it.
   
4. Click on "Authorize.
5.  Confirm "Authorization"
   
6. Click and choose the "Settings" tab and enter in the Dealer ID 
   
7. Click "Save Changes".

Configure Plans

1. Click on" Financing & Pricing" 

2. Click on the "Add" button for the "Financing Options" 

3. Enter the name (recommended to use the rate and term and the Plan ID) for example 9.99% for 48 Months (Plan 1234)

4. Choose a status of "Active"

5. Choose a Provider of "Green Sky"

6. In the integrations Identifier enter the ID

7. Enter the rate of the plan

8. Enter the term (in Months)

9. Click Save Changes